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Re: sentiment_stocks post# 110962

Saturday, 04/01/2017 3:44:55 PM

Saturday, April 01, 2017 3:44:55 PM

Post# of 822901

you spend none of your time here sharing any of the DD you find with us.



That is true, most of the fruits of my DD lately have not been positive for the company, the management, or the science.

Since this is the second time recently you have criticized my lack of DD, maybe I will discuss something. I thought of posting it a week ago when I first watched the video, but decided against it. Anyway in the video posted on Medscape entitled "Management of Glioblastoma: Where Have We Been and Where Are We Going?" Dr. Prins and Dr. Martin van deb Bent have an interesting discussion about the various recent trials for GBM.

Dr. Bent has some very interesting takeaways from the failed CLDX Rindo trial that I found very interesting. Some of his overall comments were similar to what we heard in December from Dr. Liau. Like early phase trials and patient selection bias for example, and how early positive results from small samples didn't always lead to a favorable outcome in the controlled trial setting. But what I found most interesting were his comments regarding the failed CLDX Rindo trial and how the trial protocol and patient characters led to "everyone living longer" in the trial.

I'm curious if you/flipper watched the video? What parallels (if any) do you see between the ACT IV trial and the L phase 3? Which of Dr. Bent's comments and concerns do you think may be applicable to the L phase 3 trial? Why do you suppose Dr. Prins didn't make more mention of vaccines playing a significant role in the future treatment landscape as a single agent? Why do you suppose there seems to be a marked shift by the doctors heavily involved in the vaccine research at UCLA toward combination trials offering the best avenue for GBM treatment exploration going forward?
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